What does Cadence Bank hold?

Cadence Bank's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include MUSA, AVGO. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1299939.

What is Cadence Bank's AUM?

Cadence Bank reported approximately $1.7B in 13F-reportable AUM as of 2025-12-31. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities).

Where does 13F Pro source Cadence Bank's holdings?

All Cadence Bank holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1299939. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Cadence Bank's 13F data updated on 13F Pro?

Cadence Bank's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Cadence Bank

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1299939

Institutional-grade research for retail investors

Email me the moment this fund files its next 13FPro

13F Reported Value

ⓘ

$1.7B

Holdings

332

Latest Filing

2025-12-31

Filing Quarter

Q4 2025

Portfolio Overview

Cadence Bank disclosed 332 positions worth $1.7B in its Form 13F-HR for Q4 2025, led by $MUSA (Murphy USA Inc.) at 9.8% of the equity portfolio. During the quarter the fund opened 16 new positions and exited 20 — including a new stake in $CUBE and a full exit from $CAG. The portfolio is most concentrated in Other (24.2% of disclosed assets). All figures are sourced directly from Cadence Bank’s Form 13F-HR filing with the SEC under CIK 1299939.

AI Fund Analysis

Stable

7 quarters accumulating

VANGUARD INDEX FDS

7 quarters accumulating

VANGUARD INDEX FDS

7 quarters accumulating

VANGUARD BD INDEX FDS

7 quarters accumulating

$TFC

7 quarters accumulating

Sector Allocation

OtherTechnologyConsumer DiscretionaryFinancialsEnergyIndustrials

13fpro.ai/research/fund/cadence-bank-1299939

AUM History

13fpro.ai/research/fund/cadence-bank-1299939

Top Equity Holdings by Value

13fpro.ai/research/fund/cadence-bank-1299939

Quarterly Activity — Q4 2025

Click any card to unlock

Top Holdings

AI Quality Scored

Murphy USA Inc.
$MUSA
52.4#1,425
Quality
$167.3M414,675 sh
VANGUARD WORLD FD
—
Quality
$109.1M434,553 sh
Broadcom Inc.
$AVGO
84.4#8
Quality
$76.6M221,316 sh
MICROSOFT CORP
$MSFT
79.7
Quality
$68.5M141,633 sh
Apple Inc.
$AAPL
76.3
Quality
$56.0M206,016 sh
MURPHY OIL CORP
$MUR
54.8
Quality
$54.6M1,748,585 sh
CADENCE BANK
—
Quality
$54.6M1,274,998 sh
Alphabet Inc.
$GOOG
78.1
Quality
$47.9M152,900 sh
Walmart Inc.
$WMT
59.9
Quality
$40.3M361,589 sh
NVIDIA CORP
$NVDA
85.9
Quality
$38.0M203,697 sh

Company	Quality	Value	Shares
Murphy USA Inc.$MUSA	52.4#1,425	$167.3M	414,675
VANGUARD WORLD FD	—	$109.1M	434,553
Broadcom Inc.$AVGO	84.4#8	$76.6M	221,316
MICROSOFT CORP$MSFT	79.7	$68.5M	141,633
Apple Inc.$AAPL	76.3	$56.0M	206,016
MURPHY OIL CORP$MUR	54.8	$54.6M	1,748,585
CADENCE BANK	—	$54.6M	1,274,998
Alphabet Inc.$GOOG	78.1	$47.9M	152,900
Walmart Inc.$WMT	59.9	$40.3M	361,589
NVIDIA CORP$NVDA	85.9	$38.0M	203,697

Unlock AI quality scores for every holding

32-signal composite ranking on each of Cadence Bank's 332 positions.

Showing top 10 of 332 holdings.

Sector Allocation

Other

$414.2M

Technology

$397.6M

Consumer Discretionary

$291.9M

Financials

$171.8M

Energy

$133.4M

Industrials

$102.8M

Healthcare

$81.0M

Consumer Staples

$62.4M

Top Holdings — Cadence Bank (Q4 2025)

Top 150 of 332 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$MUSA	Murphy USA Inc.	$167.3M	9.8%	+0%	52.4
2	—	VANGUARD WORLD FD	$109.1M	6.4%	+1%	—
3	$AVGO	Broadcom Inc.	$76.6M	4.5%	+0%	84.4
4	$MSFT	MICROSOFT CORP	$68.5M	4.0%	+2%	79.7
5	$AAPL	Apple Inc.	$56.0M	3.3%	-0%	76.3
6	$MUR	MURPHY OIL CORP	$54.6M	3.2%	-0%	54.8
7	—	CADENCE BANK	$54.6M	3.2%	+5%	—
8	$GOOG	Alphabet Inc.	$47.9M	2.8%	+1%	78.1
9	$WMT	Walmart Inc.	$40.3M	2.4%	+2%	59.9
10	$NVDA	NVIDIA CORP	$38.0M	2.2%	-4%	85.9
11	$AMAT	APPLIED MATERIALS INC /DE	$30.0M	1.8%	+1%	72.1
12	—	ISHARES TR	$29.4M	1.7%	+3%	—
13	$SPY	SPDR S&P 500 ETF TRUST	$26.9M	1.6%	+2%	—
14	$XOM.R34088	EXXON MOBIL CORP	$24.8M	1.4%	-3%	57.7
15	—	VANGUARD INDEX FDS	$24.6M	1.4%	+2%	—
16	$RTX	RTX Corp	$24.1M	1.4%	+0%	73.1
17	—	VANGUARD INDEX FDS	$23.0M	1.4%	+6%	—
18	$PG	PROCTER & GAMBLE Co	$19.8M	1.2%	+0%	64.4
19	$PFH	PRUDENTIAL FINANCIAL INC	$19.7M	1.1%	-3%	58.4
20	—	VANGUARD BD INDEX FDS	$18.2M	1.1%	+12%	—
21	$TFC	TRUIST FINANCIAL CORP	$17.4M	1.0%	+5%	76.2
22	$KMI	KINDER MORGAN, INC.	$17.3M	1.0%	+1%	71.1
23	$JPM	JPMORGAN CHASE & CO	$16.6M	1.0%	-2%	70.3
24	$CSCO	CISCO SYSTEMS, INC.	$16.4M	1.0%	+2%	70.1
25	$PEP	PEPSICO INC	$15.3M	0.9%	+4%	63.2
26	$ABBV	AbbVie Inc.	$14.5M	0.8%	+0%	72.5
27	$MCD	MCDONALDS CORP	$13.3M	0.8%	+19%	68.6
28	$BMY	BRISTOL MYERS SQUIBB CO	$12.6M	0.7%	+2%	70.1
29	—	VANGUARD INDEX FDS	$12.5M	0.7%	+13%	—
30	—	VANGUARD TAX-MANAGED FDS	$12.2M	0.7%	+7%	—
31	$LLY	ELI LILLY & Co	$11.1M	0.7%	-9%	87.5
32	$NKE	NIKE, Inc.	$10.7M	0.6%	-0%	49
33	$QSR	Restaurant Brands International Inc.	$10.4M	0.6%	+1%	69.2
34	$BEN	FRANKLIN TEMPLETON INC	$10.3M	0.6%	+1%	57.4
35	$FDX	FEDEX CORP	$9.9M	0.6%	+1%	60.1
36	$TROW	PRICE T ROWE GROUP INC	$9.7M	0.6%	+2%	68.7
37	$DELL	Dell Technologies Inc.	$9.6M	0.6%	+3%	71.1
38	—	ISHARES TR	$9.5M	0.6%	+6%	—
39	$COLB	COLUMBIA BANKING SYSTEM, INC.	$9.4M	0.6%	+1%	63.4
40	$PM	Philip Morris International Inc.	$9.4M	0.6%	+1%	75.7
41	$AMZN	AMAZON COM INC	$9.4M	0.6%	-0%	68.4
42	—	J P MORGAN EXCHANGE TRADED F	$9.0M	0.5%	+21%	—
43	$MTN	VAIL RESORTS INC	$8.8M	0.5%	-3%	40.9
44	$NTR	Nutrien Ltd.	$8.5M	0.5%	+1%	—
45	$GD	GENERAL DYNAMICS CORP	$8.2M	0.5%	-37%	68.5
46	$SIRI	SIRIUS XM HOLDINGS INC.	$7.7M	0.5%	-6%	61.2
47	$TTE	TotalEnergies SE	$7.6M	0.4%	+0%	50.6
48	$MDT	Medtronic plc	$7.4M	0.4%	-1%	68.7
49	$QCOM	QUALCOMM INC/DE	$7.4M	0.4%	+1%	70.4
50	$BAC	BANK OF AMERICA CORP /DE/	$7.4M	0.4%	+10%	67.3
51	$UPS	UNITED PARCEL SERVICE INC	$7.3M	0.4%	+5%	58.5
52	$LOW	LOWES COMPANIES INC	$7.3M	0.4%	+3%	60.4
53	$KNTK	Kinetik Holdings Inc.	$6.7M	0.4%	-0%	59.3
54	$FHI	FEDERATED HERMES, INC.	$6.7M	0.4%	+0%	67.1
55	—	ISHARES TR	$6.7M	0.4%	-0%	—
56	—	J P MORGAN EXCHANGE TRADED F	$6.6M	0.4%	+14%	—
57	$MA	Mastercard Inc	$6.5M	0.4%	-2%	85
58	$PFE	PFIZER INC	$6.5M	0.4%	-10%	61.8
59	$EOG	EOG RESOURCES INC	$6.1M	0.3%	+1%	71.7
60	$LW	Lamb Weston Holdings, Inc.	$6.1M	0.3%	+1%	51.4
61	$JNJ	JOHNSON & JOHNSON	$6.0M	0.3%	-2%	68.8
62	$V	VISA INC.	$5.9M	0.3%	-5%	82.7
63	$CVX	CHEVRON CORP	$5.7M	0.3%	-2%	62.6
64	—	ISHARES TR	$5.7M	0.3%	-2%	—
65	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	$5.4M	0.3%	+1%	69.7
66	$DPZ	DOMINOS PIZZA INC	$5.3M	0.3%	+1%	59.7
67	$HD	HOME DEPOT, INC.	$5.3M	0.3%	+1%	60.1
68	$VOYA	Voya Financial, Inc.	$5.3M	0.3%	+44%	49.4
69	$SYY	SYSCO CORP	$5.1M	0.3%	+2%	54.4
70	$HPQ	HP INC	$4.8M	0.3%	-2%	59.1
71	$ABT	ABBOTT LABORATORIES	$4.8M	0.3%	-0%	65.2
72	$LRCX	LAM RESEARCH CORP	$4.8M	0.3%	+3%	79.3
73	$COF	CAPITAL ONE FINANCIAL CORP	$4.7M	0.3%	+1%	62.1
74	$IVZ	Invesco Ltd.	$4.6M	0.3%	-1%	—
75	$AMP	AMERIPRISE FINANCIAL INC	$4.5M	0.3%	+1%	68.3
76	$PWR	QUANTA SERVICES, INC.	$4.4M	0.3%	-1%	71.9
77	$ANET	Arista Networks, Inc.	$4.4M	0.3%	+0%	81.8
78	$GOOGL	Alphabet Inc.	$4.1M	0.2%	-15%	78.1
79	$MRK	Merck & Co., Inc.	$4.1M	0.2%	+1%	59.7
80	$CUBE	CubeSmart	$4.0M	0.2%	NEW	62.1
81	—	VANGUARD INDEX FDS	$3.9M	0.2%	+1%	—
82	$KO	COCA COLA CO	$3.9M	0.2%	-13%	69.3
83	$UNP	UNION PACIFIC CORP	$3.9M	0.2%	-2%	69.5
84	$MCK	MCKESSON CORP	$3.9M	0.2%	-0%	63.2
85	$APH	AMPHENOL CORP /DE/	$3.8M	0.2%	+0%	79.1
86	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	$3.7M	0.2%	+4%	—
87	$ZTS	Zoetis Inc.	$3.6M	0.2%	NEW	68.4
88	$GS	GOLDMAN SACHS GROUP INC	$3.6M	0.2%	+19%	73.3
89	$HMC	HONDA MOTOR CO LTD	$3.5M	0.2%	+2%	—
90	$CMI	CUMMINS INC	$3.4M	0.2%	+0%	58
91	—	ISHARES TR	$3.3M	0.2%	-0%	—
92	$NSC	NORFOLK SOUTHERN CORP	$3.3M	0.2%	+0%	62.9
93	—	VANGUARD SCOTTSDALE FDS	$3.3M	0.2%	+10%	—
94	—	ISHARES TR	$3.2M	0.2%	+0%	—
95	—	ISHARES TR	$3.2M	0.2%	+9%	—
96	$ETN	Eaton Corp plc	$3.2M	0.2%	-1%	—
97	$COST	COSTCO WHOLESALE CORP /NEW	$3.1M	0.2%	+1%	65.9
98	$BRK.B	BERKSHIRE HATHAWAY INC	$3.0M	0.2%	-35%	73.6
99	—	VANGUARD ADMIRAL FDS INC	$3.0M	0.2%	+21%	—
100	$ACN	Accenture plc	$2.9M	0.2%	-2%	—
101	—	POTLATCHDELTIC CORPORATION	$2.8M	0.2%	+0%	—
102	$DHR	DANAHER CORP /DE/	$2.7M	0.2%	-1%	64.6
103	—	VANGUARD SCOTTSDALE FDS	$2.5M	0.1%	+12%	—
104	$TRV	TRAVELERS COMPANIES, INC.	$2.5M	0.1%	+0%	75.6
105	$TMO	THERMO FISHER SCIENTIFIC INC.	$2.4M	0.1%	-2%	64.9
106	$AXP	AMERICAN EXPRESS CO	$2.4M	0.1%	-1%	69.1
107	—	ISHARES TR	$2.3M	0.1%	+0%	—
108	$ALL	ALLSTATE CORP	$2.3M	0.1%	-1%	78.2
109	$RNST	RENASANT CORP	$2.3M	0.1%	+0%	72.6
110	$QQQ	INVESCO QQQ TRUST, SERIES 1	$2.2M	0.1%	-19%	—
111	$PZZA	PAPA JOHNS INTERNATIONAL INC	$2.2M	0.1%	+1%	42.1
112	$GILD	GILEAD SCIENCES, INC.	$2.2M	0.1%	+0%	57.3
113	$CEG	Constellation Energy Corp	$2.2M	0.1%	-3%	59.2
114	$EVR	Evercore Inc.	$2.1M	0.1%	+4%	76.7
115	$PEG	PUBLIC SERVICE ENTERPRISE GROUP INC	$2.1M	0.1%	-1%	60.7
116	$COP	CONOCOPHILLIPS	$2.1M	0.1%	+3%	70
117	$ORLY	O REILLY AUTOMOTIVE INC	$2.0M	0.1%	+2%	67
118	$ROP	ROPER TECHNOLOGIES INC	$2.0M	0.1%	+0%	71.8
119	$RF	REGIONS FINANCIAL CORP	$2.0M	0.1%	-5%	61.2
120	$TXN	TEXAS INSTRUMENTS INC	$2.0M	0.1%	-1%	73.2
121	$UTHR	UNITED THERAPEUTICS Corp	$2.0M	0.1%	+4%	70.9
122	$META	Meta Platforms, Inc.	$1.9M	0.1%	-8%	79.6
123	$AMGN	AMGEN INC	$1.9M	0.1%	+7%	79
124	—	ISHARES TR	$1.9M	0.1%	-3%	—
125	—	SPDR SERIES TRUST	$1.8M	0.1%	+17%	—
126	$UFPI	UFP INDUSTRIES INC	$1.8M	0.1%	+0%	48.5
127	$EPD	ENTERPRISE PRODUCTS PARTNERS L.P.	$1.8M	0.1%	-9%	61
128	$VZ	VERIZON COMMUNICATIONS INC	$1.7M	0.1%	+2%	65.5
129	—	ISHARES TR	$1.7M	0.1%	+0%	—
130	$ADBE	ADOBE INC.	$1.7M	0.1%	+1%	77.8
131	$PGR	PROGRESSIVE CORP/OH/	$1.6M	0.1%	+3%	80
132	$INTU	INTUIT INC.	$1.6M	0.1%	-6%	79.3
133	$DRI	DARDEN RESTAURANTS INC	$1.6M	0.1%	+1%	63.7
134	$SPGI	S&P Global Inc.	$1.6M	0.1%	+2%	75.8
135	$FISV	FISERV INC	$1.5M	0.1%	-7%	60.4
136	$DIS	Walt Disney Co	$1.5M	0.1%	-0%	59.8
137	$WT	WisdomTree, Inc.	$1.5M	0.1%	-0%	59.6
138	$SIMO	Silicon Motion Technology CORP	$1.5M	0.1%	+3%	—
139	$SNPS	SYNOPSYS INC	$1.5M	0.1%	-0%	67.7
140	$TJX	TJX COMPANIES INC /DE/	$1.5M	0.1%	+2%	68.4
141	$MPC	Marathon Petroleum Corp	$1.4M	0.1%	+4%	60.8
142	$LYV	Live Nation Entertainment, Inc.	$1.4M	0.1%	-0%	52.6
143	—	ISHARES TR	$1.4M	0.1%	+0%	—
144	$ORCL	ORACLE CORP	$1.4M	0.1%	-4%	68.2
145	$DE	DEERE & CO	$1.4M	0.1%	+0%	55.3
146	—	VANGUARD WHITEHALL FDS	$1.4M	0.1%	-0%	—
147	—	VANGUARD SCOTTSDALE FDS	$1.3M	0.1%	+29%	—
148	$BAC	BANK OF AMERICA CORP /DE/	$1.3M	0.1%	+20%	67.3
149	$VLO	VALERO ENERGY CORP/TX	$1.3M	0.1%	-0%	57.5
150	$ULTA	Ulta Beauty, Inc.	$1.3M	0.1%	+4%	67

New Positions (16)

$CUBE CubeSmart$4.0M

$ZTS Zoetis Inc.$3.6M

$SLV iShares Silver Trust$1.1M

FIDELITY MERRIMACK STR TR$662,376

$EGP EASTGROUP PROPERTIES INC$623,490

$OMC OMNICOM GROUP INC.$620,338

SCHWAB STRATEGIC TR$528,369

$NEU NEWMARKET CORP$470,085

$FHN FIRST HORIZON CORP$468,440

PIMCO ETF TR$423,048

$ALB ALBEMARLE CORP$364,915

$MU MICRON TECHNOLOGY INC$314,806

$AMD ADVANCED MICRO DEVICES INC$287,402

$GM General Motors Co$249,001

$BP BP PLC$246,583

Exited Positions (20)

$CAG CONAGRA BRANDS INC.

$CCZ COMCAST CORP

$WEST Westrock Coffee Co

$DK Delek US Holdings, Inc.

INTERPUBLIC GROUP COS INC

ISHARES INC

ETF SER SOLUTIONS

GLOBAL X FDS

$KMB KIMBERLY CLARK CORP

$TEL TE Connectivity plc

$WY WEYERHAEUSER CO

SSGA ACTIVE ETF TR

ALPS ETF TR

$CCI CROWN CASTLE INC.

VANGUARD INTL EQUITY INDEX F

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

Berkshire Hathaway Bridgewater Associates Citadel Advisors Renaissance Technologies Two Sigma Investments DE Shaw & Co Millennium Management AQR Capital Management Point72 Asset Management Tiger Global Management Vanguard Group BlackRock

to search all 8,700+ institutional filers.

Available Analysis

13F Pro tracks comprehensive institutional data for Cadence Bank including:

Full 13F portfolio with all holdings

Quarter-over-quarter position changes

Accumulation & distribution patterns

Sector allocation breakdown

Historical portfolio evolution

New positions & complete exits

Concentration analysis

Peer comparison with similar funds

AI-powered portfolio insights

Track Cadence Bank's Full Portfolio

See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Cadence Bank and 8,700+ other institutional investors.

View Pricing

Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

AI-Powered Hedge Fund Analysis: Cadence Bank

13F Pro is an AI hedge fund tracker and stock research platform. For Cadence Bank (SEC CIK: 1299939), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Cadence Bank's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.